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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.31% | | 5-Year Average Return: | 0.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.73% | |
Worst 1-Yr Total Return (2008): | -42.52% | |
Best 3-Yr Total Return (2004-6): | 13.60% | |
Worst 3-Yr Total Return (2006-8): | -10.33% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | RELCX | Category | Diff | Index* | Diff | | Year To Date | 20.31 | 18.65 | 1.66 | 17.05 | 3.26 | | 1-Month | -2.68 | -2.18 | -0.5 | -1.86 | -0.82 | | 3-Month | 5.52 | 5.08 | 0.44 | 5.48 | 0.04 | | 1-Year | 14.58 | 11.86 | 2.72 | 9.80 | 4.78 | | 3-Year | -8.42 | -6.78 | -1.64 | -7.02 | -1.4 | | 5-Year | 0.73 | 0.49 | 0.24 | 0.33 | 0.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.51 | 45.26 | 7.25 | 45.76 | 6.75 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.81 | -15.99 | -4.82 | -18.25 | -2.56 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | RELCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.52 | -37.79 | -4.73 | | 2007 | | | 6.55 | 6.16 | 0.39 | | 2006 | | | 17.73 | 14.17 | 3.56 | | 2005 | | | 9.15 | 5.88 | 3.27 | | 2004 | | | 14.07 | 10.02 | 4.05 | | 2003 | | | 33.02 | 27.05 | 5.97 | | 2002 | | | -19.69 | -22.25 | 2.56 | | 2001 | | | -12.83 | -13.50 | 0.67 | | 2000 | | | -7.53 | -6.31 | -1.22 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
RELCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.52 | 20.12 | 17.64 | N/A | | 2008 | -10.09 | -1.33 | -13.89 | -24.75 | | 2007 | 1.68 | 5.28 | 2.59 | -2.98 | | 2006 | 7.24 | -2.24 | 4.04 | 7.94 | | 2005 | -2.13 | 2.18 | 6.29 | 2.69 | | 2004 | 3.44 | -0.64 | -0.89 | 11.98 | | 2003 | -4.10 | 16.77 | 5.28 | 12.82 | | 2002 | 1.58 | -9.34 | -17.70 | 5.96 | | 2001 | -12.08 | 5.69 | -15.58 | 11.14 | | 2000 | 2.66 | -2.94 | -0.38 | -6.85 | | 1999 | N/A | N/A | N/A | 15.63 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 684 | 2013 | 33.98 | | 1-Month | 1498 | 2110 | 71.00 | | 3-Month | 1024 | 2090 | 49.00 | | 6-Month | 266 | 2049 | 12.98 | | 1-Year | 399 | 1999 | 19.96 | | 3-Year | 1082 | 1694 | 63.87 | | 5-Year | 420 | 1352 | 31.07 |
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0.22% Nasdaq 
Performance
